Archive | May, 2012

Biased Analysis Maligns 401(k) Plans

May 31, 2012

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Brian H. Graff, CEO and Executive Director of The American Society of Pension Professionals & Actuaries (ASPPA) in response to Demos report, “The Retirement Savings Drain: Hidden & Excessive Costs of 401(k)s.”

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  1. From the Hill to the Summit Brian Graff, CEO of ASPPA, and Michael Davis, Assistant…
  2. 401(k) Retirement Plans Myths – Debunked As the super committee looks to slash spending, pension professionals…
  3. Plan Sponsor Advisors Honored with 401(k) Advisor Leadership Award The American Society of Pension Professionals & Actuaries announced the…

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Employee Benefits-IRS Requests Public Comments On Issues Associated With The Use Of Smartcards, Etc. To Provide Qualified Transportation Fringe Benefits

May 31, 2012

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In Notice 2012-38, the Internal Revenue Service (the "IRS") is requesting public comments on issues associated with Revenue Ruling 2006-57. That Revenue Ruling provides guidance on the use of smartcards, debit or credit cards, or other electronic media to provide…

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Reviewing 401k Loan Requests for Compliance

May 30, 2012

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During audits of 401(k) plans, one of the most common internal control deficiencies we communicate to management is when the plan sponsor relies on a third party administrator to make sure Continue reading

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Executive Compensation-IRS Provides New Guidance On Income Inclusion Upon Section 83 Property Transfers

May 30, 2012

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The Internal Revenue Service ("IRS") has provided new guidance, in the form of proposed regulations, on the timing of income inclusion under section 83 when property has been transferred in connection with the provision of services. By way of background,…

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Retention levels higher for employers with defined benefit plans.

May 29, 2012

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Many employers are looking for benefits to attract and retain talented employees, while increasing their own deductible contributions. The hybrid defined benefit/defined contribution plan may be the answer. Changes to retirement plans in the Pension Protection Act of 2006 make this option very attractive for many small business owners and professional firms. “Employers that provide […]

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Why Low Employee Fees Are So Important to the Success of Your 401(k)

May 29, 2012

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Proper plan design will greatly enhance your 401(k) plan. Plan sponsors would be wise to engage a professional fiduciary to manage their company plan. More specifically hire an ERISA 3(38) investment manager to select, monitor and replace the investments in their plan. This investment manager will agree, in writing , to be responsible and accountable […]

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State Pension Debate: Black, White & A Whole Lot of Grey

May 29, 2012

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It comes as almost no surprise that states governments are getting hit in their pocketbooks throughout the recession just as everyone else is.  The difference is, state governments often have a lot more people that they need to write checks to.  One of these checks that has been given a lot of attention lately is […]

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Fiduciary Links: DB plan fiduciaries must remain loyal to participants even in most difficult circumstances

May 29, 2012

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In his most recent Fiduciary Corner column for InvestmentNews, Blaine looks at how low interest rates are testing the balance between what’s best for a company versus what’s best for the plan participants in defined benefit pension plans. In short,…

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ASPPA & IRS to Hold 2012 Great Lakes Benefits Conference

May 24, 2012

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The Great Lakes Benefits Conference, co-sponsored by ASPPA and the Internal Revenue Service (IRS), is a forum for in-depth discussion on the state of pensions, employee benefits, and retirement planning.
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  1. ASPPA Hosts Los Angeles Benefits Conference Retirement professionals and government officials meet to discuss regulatory, legislative,…
  2. ASPPA Hosts 2012 Mid-Atlantic Benefits Conference The Mid-Atlantic Benefits Conference, co-sponsored by ASPPA and the Internal…
  3. ASPPA Presents 2012 Benefits Conference of the South The Benefits Conference of the South, co-sponsored by ASPPA and…

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The 2012 ERPA Conference in Washington, D.C.

May 24, 2012

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The ERPA Conference is a forum focused on issues facing Enrolled Retirement Plan Agents (ERPAs) in the pension plan industry.
Related posts:

  1. ASPPA Hosts 2012 Mid-Atlantic Benefits Conference The Mid-Atlantic Benefits Conference, co-sponsored by ASPPA and the Internal…
  2. ASPPA Hosts Los Angeles Benefits Conference Retirement professionals and government officials meet to discuss regulatory, legislative,…
  3. The 2012 ACOPA Advanced Actuarial Conference The ACOPA Advanced Actuarial Conference is a forum focused on…

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